ClickUp is a Task Management software and it also lets you create rich-text Docs for your marketing plans, reports, strategies, and other files. You can store them all in one place within ClickUp and also attach them to tasks.

Now integrate your Profit.co account with ClickUp and help your team organize, manage and work effectively and create key results to track performance instantly.

 

What you can do with Profit.co – ClickUp KPI Integration

1. You can track the status of your completed tasks through Profit.co key results and keep your progress updated.

How to Integrate ClickUp KPI into Profit.co?

 

Step 1:

Note : Only Super users can enable the ClickUp integration in Profit.co.

Navigate to Settings → Integrations → User Level Connector

user_level_connector
 

Enable the ClickUp toggle in the User-level connectors page.

User_level_connectors_page

Step 2:

Navigate to Preferences→ Integrations → Connectors from the left menu.

connectors
 

Click on the Manage button to set up a new connection in ClickUp.

new_connection
 

To establish a new connection, click on the Connect to ClickUp button.

click_up_button

Step 3:

Enter the Connection name and paste the copied API key from ClickUp here and click on the Create Button.

create_connection
 

The ClickUp connection will be successfully configured.

successfully_configured

Step 4:

Create a key result using the step by step guide.

step_by_step_guide

Step 5:

While creating a key result, you can use the Percentage tracked, Increase KPI or Decrease KPI type KRs to integrate with ClickUp.

integrate_with_ClickUp

Step 6:

In the step 2, enable the Auto update toggle and select ClickUp.

click_up

Step 7:

A pop-up page will appear. Fill in the following details in that pop-up page. Choose Connection, Workspace, Folders, List, Task Assignee and Status. At the bottom of the page, you will find the status of the Integration. Finally click on the Add Button.

add

Step 8:

Once the Keyresult is created, click on the Check-in button. The percentage value of the Selected Workspace, Space, Folder, List, Task Assignee and Status will be fetched from ClickUp and displayed. Click on the Check-in Button and complete the Check-in.

check-in

Step 9:

The status value will be updated in the key result.

status_value_updated